Tara N. Seegers
Exceptional Wealth | Family Office | CEO | Wealth ManagerAFFILIATED WITH EXCEPTIONAL WEALTH & FAMILY OFFICE
COLORADO SPRINGS, CO 80903
CRD#: 6186640
Tara Nicole SeegersEXCEPTIONAL WEALTH & FAMILY OFFICE
Why Work With Tara
Professional summary
Tara Nicole Seegers, CFP, RLP, MMP is CEO of Exceptional. Wealth | Family Office, an independent financial company which provides comprehensive, unconstrained guidance to high capacity clients to simplify their wealth, life and business(es). Since 2022 Tara has been Nationally recognized by Forbes, AdvisorHub, & ThinkAdvisor for her expertise. Tara holds the CERTIFIED FINANCIAL PLANNER(TM) and Registered Life Planner(R) designations. At Exceptional. Wealth | Family Office, we educate, activate and equip our clients to steward their resources in alignment with the life they desire - increasing clarity, capacity and joy. We serve clients nationwide and for the long-term. Tara also goes by Tara Nicole Steckly, Tara Steckly, is a registered financial advisor with COMMONWEALTH FINANCIAL NETWORK.. Tara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Tara has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Core Areas of Focus
Portfolio optimization
Charitable Giving and Philanthropic Planning
Budgeting, Savings & Cashflow
Biography
Nationally recognized by Forbes, AdvisorHub, & ThinkAdvisor for my expertise, my company serves multi-generational families, business owners, individuals, and the foundations and endowments who aim to make a difference.
Exceptional Wealth & Family Office is a team of specialists serving those who need sound guidance to simplify their wealth, their life and their business(es).
We educate, activate and equip our clients to steward their resources in alignment with the life they desire - increasing clarity, capacity and joy. We serve clients nationwide and for the long-term.
After 12 years at a global firm, scaling a multi-billion dollar team using systems and processes she created, Tara launched Exceptional Wealth on a platform where she has the independence to serve clients comprehensively and unconstrained.
Exceptional Wealth serves multigenerational families, high-capacity business owners, growth-minded individuals and the foundations, endowments and tax-exempt organizations who aim to make a difference.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Philanthropic services
Insurance
Retirement planning
Investment Strategies
Tax Planning
Risk Management & Insurance
Education Funding
Business Services
cash flow management
Which demographics do you typically serve?
Gen X (44-59)
Gen Y (43-28)
Baby Boomers (78-60)
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
100K
How do you get paid?
Percentage of Assets
Fixed / Negotiated Fee
Commission
Are you a "fiduciary"?
Yes
Personal quote
As a CERTIFIED FINANCIAL PLANNER™, and Registered Life Planner®, whole picture planning is a priority in my service to you. Together, we will build a roadmap to help you achieve your future desires and the legacy you envision for generations beyond. In this business, trust is the primary driver of successful relationships - I bring my authentic self to the table and look forward to seeing the same from you.
Aliases
Tara Nicole Steckly | Tara Steckly
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Tara Nicole Seegers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Colorado State University
Masters - Business Management
2010
Colorado State University
Bachelor of Science - Architectural Design & Business
2009
Experience
Current
March 25, 2026 - Present
EXCEPTIONAL WEALTH & FAMILY OFFICE
Office #1: 422 East Vermijo Avenue, Suite 200a, Colorado Springs, CO 80903RIA
CRD#: 340444
COLORADO SPRINGS, CO
Past
February 14, 2025 - April 1, 2026
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Colorado Springs, CO
Past
February 14, 2025 - April 1, 2026
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Colorado Springs, CO
Past
December 17, 2013 - February 27, 2025
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
COLORADO SPRINGS, CO
Past
August 19, 2013 - February 27, 2025
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
COLORADO SPRINGS, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(3/25/2026)
IAR
Texas(3/25/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
EXCEPTIONAL WEALTH & FAMILY OFFICE
EC VENTURES V LLC | EXCEPTIONAL WEALTH & FAMILY OFFICE
CRD#: 340444 / SEC#: 801-135545
RIA
Registered Investment Advisory firm - (3/12/2026 120-Day Approval)Loading...
Contact information
Main Address
422 East Vermijo Avenue, Suite 200a, Colorado Springs, CO 80903
Mailing Address
Phone number
(719) 715-4179
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Red Flags
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Company Information
EXCEPTIONAL WEALTH & FAMILY OFFICE
CEO | Wealth ManagerCRD#: 340444Colorado Springs, CO 80903DBA Information
Exceptional Wealth | Family Office618 N Tejon StColorado Springs , CO 80903
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